Managing Members

Last updated February 24, 2026Published November 4, 2025

Once people join, keep the roster tidy so only the right folks have access.

Change Roles

  1. Go to **Workspace Settings → Workspace**.
  2. Click a member’s row, choose a new role, and save.
  3. Only Admins can change roles (Owners need the Admin role to do it).

Promote when someone needs to manage connectors; demote when responsibilities change.

Remove Someone

  1. Open their member record.
  2. Click **Remove Member** (or **Leave Workspace** if it’s your own account).
  3. Confirm.

Admins can remove Users/Admins/Owners as long as at least one Owner remains. Owners can remove themselves.

Quick Habits

  • Review the roster monthly to remove ex-teammates.
  • Keep at least two Owners for redundancy.
  • If you’re unsure about permissions, drop someone to User—you can always promote later.